Rename PDF Invoices by "Bill to" Name

This repository contains a PowerShell script that automatically renames PDF invoice files based on the content found under the "Bill to" section within each PDF.

The script is especially helpful for batch-renaming large numbers of invoice PDFs quickly and consistently.

How It Works

• Extracts text from each PDF using the pdftotext utility from Xpdf tools.
• Uses regex to reliably find the "Bill to" section and captures the subsequent line as the customer name.
• Renames the PDF file to a clean, safe filename formatted as [Customer Name] 2025 calendar ad invoice.pdf.

Prerequisites

You must install the Xpdf command-line tools (which include pdftotext.exe).

Installing Xpdf CLI Tools

1. Download Xpdf:

   • Visit Xpdf Download Page.
   • Under the "Xpdf command line tools" section, download the ZIP file (xpdf-tools-win-*.zip).

2. Extract Files:

   • Extract the downloaded ZIP file to a convenient location (e.g., C:\xpdf-tools).

3. Add Xpdf to Windows PATH:

   • Press Win + R, type SystemPropertiesAdvanced, and press Enter.
   • Click on "Environment Variables".
   • Under "System Variables", select Path, then click "Edit".
   • Click "New" and add the path to your extracted Xpdf directory (e.g., C:\xpdf-tools\bin64).
   • Click OK on each dialog to apply the changes.

4. Verify Installation:

   • Open a new PowerShell or CMD prompt and type:

     pdftotext.exe -v
     

   • If installed correctly, this command should display the version information.

Using the Script

Run the Script

1. Place the script file (RenameInvoices.ps1) in the directory containing your PDF files.
2. Open PowerShell in that directory.
3. Execute the script:

   .\RenameInvoices.ps1
   

Script Behavior

• The script scans all PDFs in the current directory.
• It outputs verbose messages during file renaming.
• Provides warnings for:
  • Files where "Bill to" information is missing.
  • Potential filename conflicts.

Customization

• Modify the $newFileName format if you prefer a different naming convention.

Contributing

Feel free to open issues or submit pull requests to improve this script further.

License

This project is open-source and free to use. See the repository license for more details.